Global Assumption Categories by Fund and Project Use
The following table shows Fund and Project Use values to which each row of the global assumption table applies.
| Global Assumption Row Categories | Funds | Project Uses |
|---|---|---|
| State Appropriations | 1884 State lottery fund 1900 State educational appropr 1924 Student academic prep progs | All |
| Tuition and Fees | 3000 Tuition 3010 Nonresident Supplemental Tuition 3020 Summer sessions 3030 Prof degree tuition, medical 3040 Prof degree tuition, dentistry 3050 Prof degree tuition, nursing 3060 Prof degree tuition, pharmacy 3070 Misc professional fees 3080 Other student programs 3100 Student services fee 3110 Other student fees | All |
| ICR Appropriations | 5000 Campus Core Fund 1933 UC general fund | All |
| Endowment Earnings | 7700 Endowment Earnings ‐ Foundation 7710 Endowment Earnings ‐ Regents | All |
| Private Gifts | 7000 Private Restricted Gifts 7100 Private Unrestricted Funds | All |
| Comp Plans/Clinics | 5011 Dental Clinic 5012 Neuropsychiatric Hospital 5013 Dental Comp Plan 5014 Medical Comp Plan | All |
| S&S – Recharges | 5018 Sale & Service Other [Bud] 5030 Sales & Service Aux Enterprise | Recharges |
| S&S – Costed Central | 5018 Sale & Service Other [Bud] 5030 Sales & Service Aux Enterprise | Costed Central Activities |
| S&S – Other | 5018 Sale & Service Other [Bud] 5030 Sales & Service Aux Enterprise | Non‐recharge, Non‐CCA |
| Global Assumption Row Category | Funds | Project Uses |
|---|---|---|
| Sponsored Projects | 4000 Federal Gv Grant 4001 Federal Gv Contract 4002 Federal Gv Coop Agreement 4003 Federal Gv Grant, ARRA 4004 Federal Gv Contract, ARRA 4005 Federal Appropriations‐ARRA 4006 Federal Work Study 4100 State Gv Contract, Grant, Coop 4200 Local Gv Contract, Grant, Coop 4300 Private Grant 4301 Private Contract 4400 Clinical Drug Trial 4900 Cost Sharing 1800 State specific fund 1810 State special grants fund 1999 Other Sources – UC Programs | Sponsored Projects |
Global Assumption Application by Account and Year
The following table shows the application of global assumptions by Level C Account and Year. The application at Level E matches the application at Level C (if global assumptions are applied to the Level C account, they also apply to subsidiary Level E accounts). Global assumptions do not apply to transfer accounts.
| Level C Account | Year 1 | Year 2 |
|---|---|---|
| 4000C General state appropriations | No | No |
| 4100C ICR & CCF appropriations | No | No |
| 4150C MC‐PSA revenue | Yes | Yes |
| 4151C MC‐purchased svcs revenue | Yes | Yes |
| 4152C MC‐strategic support | Yes | Yes |
| 4153C Other clinical revenue | Yes | Yes |
| 4200C Sales & service revenue | Yes | Yes |
| 4250C Recharge and costed central act | No | No |
| 4601C Other revenues | Yes | Yes |
| 4300C Student tuition & fees | No | No |
| 4350C Endowment income | Yes | Yes |
| 4351C Gift revenue | Yes | Yes |
| 4400C FNDN gift revenue | Yes | Yes |
| 4450C FNDN/invest/gn/loss | Yes | Yes |
| 4500C Sponsored project revenue exc SFGH | No | No |
| 4140C SFGH affiliation agreement | No | No |
| 4550C Interest and investment income | Yes | Yes |
| 4600C Assessments | No | No |
| 4650C Patent revenue | No | No |
| 4700C Medical Center revenues | No | No |
| 5000C Faculty salaries | No | No |
| 5010C Faculty bonuses & incentives | No | No |
| 5030C Faculty benefits | No | No |
| 5020C Non‐faculty academic salaries | No | No |
| 5040C Non‐faculty academic benefits | No | No |
| 5050C Staff salaries and overtime | No | No |
| 5060C Staff benefits | No | No |
| 5200C Sponsored projects ‐ subawards | No | Yes |
| 5202C Sponsored proj ‐ F&A recovery | No | Yes |
| 5500C Depreciation | No | No |
| 5201C Sponsored projects ‐ capital equip | No | Yes |
| 5300C Occupancy expense | Yes | Yes |
| 5320C Utilities | Yes | Yes |
| 5510C Assessments expense | No | No |
| 5515C Supplies and materials | Yes | Yes |
| 5550C Services | Yes | Yes |
| 5578C Travel, Mtgs & Entertainment | Yes | Yes |
| 5579C Scholarship/fellowship | No | No |
| 5580C Other expenses | Yes | Yes |
| 5700C Capital equipment (non‐spon proj) | No | No |